| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HEIA | Common Stock | Gift | $0 | -1,242 | -0.11% | $0.000000 | 1,120,478 | 22 Dec 2022 | Direct | |
| transaction | HEIA | Common Stock | Gift | $0 | +1,242 | +0.29% | $0.000000 | 427,326 | 22 Dec 2022 | By Trusts | F1 |
| transaction | HEIA | Common Stock | Purchase | $217,221 | +1,383 | +34% | $157.07 | 5,456 | 10 Jan 2023 | By 409A Plan | F5 |
| holding | HEIA | Class A Common Stock | 248,892 | 10 Jan 2023 | Direct | ||||||
| holding | HEIA | Common Stock | 15,227 | 10 Jan 2023 | By Keogh Account | ||||||
| holding | HEIA | Class A Common Stock | 10,078 | 10 Jan 2023 | By Keogh Account | ||||||
| holding | HEIA | Class A Common Stock | 196,470 | 10 Jan 2023 | Owned by Corporation | F2 | |||||
| holding | HEIA | Common Stock | 392,718 | 10 Jan 2023 | Owned by Partnership | F3 | |||||
| holding | HEIA | Common Stock | 4,522 | 10 Jan 2023 | As custodian for minor children | ||||||
| holding | HEIA | Class A Common Stock | 5,204 | 10 Jan 2023 | As custodian for minor children | ||||||
| holding | HEIA | Common Stock | 111,958 | 10 Jan 2023 | By 401(k) | F4 | |||||
| holding | HEIA | Class A Common Stock | 106,608 | 10 Jan 2023 | By 401(k) | F4 | |||||
| holding | HEIA | Class A Common Stock | 9,366 | 10 Jan 2023 | By 409A Plan | F5 |
| Id | Content |
|---|---|
| F1 | Represents shares gifted by the Reporting Person to trusts for the benefit of the Reporting Person's immediate family members and whose Trustee is the Reporting Person. |
| F2 | Represents shares owned by Mendelson International Corporation whose stock is owned solely by the Reporting Person and Victor Mendelson, the brother of the Reporting Person. |
| F3 | Represents shares owned by EAM Management Limited Partners, a partnership whose sole general partner is a corporation controlled by the Reporting Person. |
| F4 | Represents shares held for the benefit of the Reporting Person by the HEICO Corporation 401(k), based on a plan statement dated January 10, 2023. |
| F5 | Represents shares held for the Reporting Person by the HEICO Leadership Compensation Plan (409A Plan). |